See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,754 | $124,425-72.1% | $112,040-69.0% | $137,256-74.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.08% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,212 | $3,411-64.5% | $2,954-59.0% | $4,156-70.8% |
| Participant deferral / active EE | $4,274 | $5,718-25.3% | $5,098-16.2% | $6,407-33.3% |
| Admin fee / account holder | $2,811 | $15,207-81.5% | $12,098-76.8% | $12,270-77.1% |